Filling the Coordination Note
Coordination notes are required before you can begin: record how and with whom you coordinated, set the schedule, then start the inspection.
Quick Reference
Open the inspection card. If the Coordination Note reminder appears, tap Ok.
Choose the Manner of Communication and the Party Coordinated with.
Answer "Is there a set Date/Time?" and, if Yes, set the schedule date and time.
Tap Start Inspection.
Before You Start
You've contacted the borrower or GC about site access. See Coordinating Site Access with the Borrower.
The inspection is open on its card in the RAZE mobile app.
Step 1 — Open the Coordination Note
Tap Ok on the reminder
RAZE reminds you: "Fill the coordination note before starting the inspection." Tap Ok.
The note opens on the inspection card
The Coordination Note appears below the inspection details. Questions marked with * are required.
Step 2 — Record How You Coordinated
Manner of Communication
Tap Select next to Manner of Communication, scroll to how you reached them (such as Text, Call, or Voicemail), and tap Done.
Party Coordinated with
Tap Select next to Party Coordinated with, choose Borrower, GC, Both, or Other, and tap Done.
The note saves as you go. The status next to Required shows "Saving..." and then "Saved."
Step 3 — Set the Inspection Date and Time
Answer "Is there a set Date/Time?"
Tap Yes if you've agreed on a time with the borrower. Inspection Schedule Date and Inspection Schedule Time appear below. Once the required questions are answered, the button at the bottom changes from Fill Coordination Note to Start Inspection.
Pick the date and time
Tap the date (it starts on Today) and the time, scroll to your appointment, and tap Done.
Add details if you need to
Additional Details is optional. Leave it at No, or switch it to Yes to add more information about the coordination, such as gate codes or who will meet you on-site.
Step 4 — Start the Inspection
Tap Start Inspection
Tap Start Inspection. Your Inspection opens with Photo Gallery, Draw Sheet, and Questionnaire, ready for your site visit.
Tips
DO
- •Fill the note right after you reach the borrower, while the details are fresh.
- •Choose Both when you coordinated with the borrower and the GC.
- •Set the agreed date and time whenever you have one.
- •Use Additional Details for anything the next step needs, like access instructions.
WATCH FOR
- •You can't start the inspection until the required questions are answered.
- •Inspection Schedule Date starts on Today. Change it if your visit is on another day.
- •The time picker uses AM and PM. Check it before you tap Done.
Troubleshooting
Inspector workflow
- Fill the Coordination Note and start the inspection (this guide)
Next: Capture the photos
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